Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $211,171 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,450 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $17,613 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,191 | $39,898+50.9% | $121,208-50.3% | $55,725+8.0% |
| Participation rate | 97.1% | 61.2%+35.8pp | 71.8%+25.3pp | 70.9%+26.2pp |
| Annual return | -6.23% | -0.96%-5.3pp | 16.93%-23.2pp | 244.93%-251.2pp |
| Employer contribution / active EE | $4,384 | $1,295+238.5% | $4,023+9.0% | $2,078+110.9% |
| Participant deferral / active EE | $3,189 | $2,439+30.8% | $3,345-4.7% | $3,356-5.0% |
| Admin fee / account holder | $201 | $95+111.0% | $5,020-96.0% | $115+74.2% |